Laird Norton Wetherby Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
|
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|
2024
Q4 | $325K | Sell |
|
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|
2024
Q3 | $313K | Sell |
|
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|
2024
Q2 | $290K | Sell |
|
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|
2024
Q1 | $358K | Hold |
|
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|
2023
Q4 | $376K | Buy |
|
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|
2023
Q3 | $322K | Buy |
|
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|
2023
Q2 | $290K | Sell |
|
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|
2023
Q1 | $308K | Sell |
|
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|
2022
Q4 | $299K | Sell |
|
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|
2022
Q3 | $310K | Buy |
|
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|
2022
Q2 | $271K | Buy |
|
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|
2022
Q1 | $251K | Sell |
|
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|
2021
Q4 | $291K | Buy |
|
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|
2021
Q3 | $232K | Buy |
|